How do I send a bill payment?

Do you have a due bill? Sending a business payment with Forwardly is simple. 

How to initiate and send a bill payment without a payment request

Forwardly lets you initiate and pay your outstanding bills in just a few steps, whether or not you're connected to accounting software. If you are connected to accounting software, then Forwardly pulls the bills directly from your books and allows them to be easily paid. Here's how to pay a bill with Forwardly: 

1. On the left-hand navigation bar, click on Pay and then Bill Payments. 
2. If you have no payments to review, then click on the Bills tab.
3. If you have accounting software connected, then it will show all bills from your accounting software. If not, you will need to create a bill. 
4. Mouse over the bill you want to pay and click View. 
5. If this is your first time paying this vendor on Forwardly, you can either search for the vendor's business on the Forwardly Business Network or enter the vendor's details manually. 
6. If entering details manually, first confirm the payee's email. Depending on your business's payment history on the platform, you may also be able to add the vendor's account details directly on Forwardly. You can also add up to three additional email addresses to CC in on the payment emails. 
7. Click Next. 
8. Select which account to pay from, the delivery speed, process date, and amount. You can also add internal remarks, which won't be shared with your vendor but will be visible in the Activity Logs to users with View or Manage permissions for Payments from your business. 
9. If no approvals are required, then click Schedule Payment. 
10. If approvals are required and you're an approver, then click Approve. 
11. If approvals are required and you're not an approver, click on Submit for Approval. If you submit the payment for approval, then approvers will be notified.
12. Once the payment is scheduled or submitted for approval, you'll be taken to the payment tracking screen. If an ETA is available, it will be shown here. 

Can I pay with a credit card?

If your payee has been approved for card payments, then you will be able to select your card under the Pay From section when choosing a payment method (step 8 above). 

Can I pay with a check using Forwardly? 

Forwardly is a digital-payment-only platform and doesn't offer the ability to pay via paper checks. 

Can I cancel a payment?

Yes, absolutely. As long as a payment hasn't begun processing, it's easy to cancel a payment.

1. On the left-hand navigation bar, click on Pay and then Bill Payments. 
2. Click on the Payments tab.
3. Mouse over the bill you want to reschedule and click View. 
4. Click Cancel. 
5. Add an optional Internal Remark, which won't be shared with your vendor but will be visible in the Activity Logs to users with View or Manage permissions for Payments from your business. 
6. Click Cancel. 
7. You will immediately be taken to Payment Details, where the payment will show as Canceled. 

Can I change the recipient once I send a payment?

That depends on the stage the payment is in. If you need to make any changes to a payment once it's begun processing, please submit a ticket. Be sure to include the transaction ID, the original email address to which you sent the payment, and the new email address you want to associate with the payment. 

If it's still scheduled for a future date, then cancel the payment using the steps above.